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Articles by Stephanie
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Monday Mojo: 7 Mindsets happy, high-performing advisors master 🤯
Monday Mojo: 7 Mindsets happy, high-performing advisors master 🤯
By Stephanie Bogan
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Are you enjoying The 5 Freedoms of Limitless Advisors this 4th? 🇺🇸
Are you enjoying The 5 Freedoms of Limitless Advisors this 4th? 🇺🇸
By Stephanie Bogan
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Monday Mojo 👀 Are you setting goals with a blind eye?
Monday Mojo 👀 Are you setting goals with a blind eye?
By Stephanie Bogan
Contributions
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What are the key elements of a successful customer experience?
Your customer is your North Star. Every aspect of your CX (physical, emotional, intellectual) should be hyper-tailored to their unique set of needs, preferences, pain points and desires. A truly exceptional CX requires we know those needs and re-imagine every facet of the CX through the eyes of the customer.
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What are the key elements of a successful customer experience?
Feedback is your friend. Even when it stings. Especially when it stings. Feedback highlights where your values and culture align with your CX or don't. The gaps represent your roadmap to envision a new and better experience for your clients.
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What do you do if you encounter resistance and skepticism while pursuing a career in motivational speaking?
You’re either speaking your mind or someone else’s. Our insights can truly inform and inspire when infused with our real self. If we hold back, the audience will too. Authenticity means not holding back the you in your message. I used to wear black suits and speak “professionally” to play it safe. Now I ask hair parting questions (with love) and use “shiznit” and “whoop whoop” as catch phrases. Old me would be devastated! It was hard to let go of the image I thought I was supposed to meet but learned the more I trust me the more the audience trusts me. That shift took my talks from average to awesome.
Activity
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🤔 All women have this superpower 🦸🏻♀️ I’m convinced. We just know how to find things. Especially compared to our male counterparts…
🤔 All women have this superpower 🦸🏻♀️ I’m convinced. We just know how to find things. Especially compared to our male counterparts…
Liked by Stephanie Bogan
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Stephanie Bogan of Limitless Advisor Coaching reveals how crucial a positive mindset is for growing a financial advisory practice. She breaks down…
Stephanie Bogan of Limitless Advisor Coaching reveals how crucial a positive mindset is for growing a financial advisory practice. She breaks down…
Liked by Stephanie Bogan
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Last month, I had the honor of speaking twice at MDRT. I can confidently say I’ve NEVER been to a conference like it in my entire life. And I’ve…
Last month, I had the honor of speaking twice at MDRT. I can confidently say I’ve NEVER been to a conference like it in my entire life. And I’ve…
Liked by Stephanie Bogan
Experience & Education
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Limitless Adviser Coaching | Division of Educe Inc.
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Publications
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Author, The Power of Practice Management
Bloomberg Press (publishes July 2012)
Approached by Bloomberg Press to author book on best practices for building a better advisory business, based on position as industry thought leader on building and running effective financial services businesses.
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Why Your Firm Needs Human Capital
Financial Planning Magazine
What does the term ‘human capital’ mean for the way you run your practice? Obviously, it has something to do with getting the most out of the people on your team so that they contribute to a financial advisory practice’s bottom line.
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Best Practices Study Series: Human Capital 2010
Quantuvus
As much as we believe in the relevance of compensation research, our own experience and research has led us to the inevitable conclusion that compensation is only one component of
a successful human capital program. As such, Best Practices Part 3: Human Capital looks to address the myriad of challenges and opportunities that we have helped advisors face as they hire, manage, compensate and advance team members.Other authors -
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Best Practices: Human Capital
Quantuvis Consulting
See publicationExtensive industry research on advisory firm strategies for hiring, training, managing and advancing human capital.
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Get in Shape - Make a resolution to measure and monitor your business waistline
Financial Planning
See publicationThe goal is help advisors get financially fit by benchmarking the their performance. It doesn't need to be a complicated, but can be as simple as developing an Economic Model that shows the relationship between the revenue, expenses, and profit. Combined with financial benchmarking metrics, advisors can monitor performance and get key insights that will help them make broader business decisions.
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Best Practices: Business Development 2010
Quantuvis Consulting
See publicationExtensive industry research on best practices for growing and expansion advisory firms conducted across all practice models.
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Best Practices Research Findings: Business Performance 2009
Quantuvis Consulting
Custom designed research on business performance of 1,000+ advisory firms across business models and advisory landscape.
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Honors & Awards
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Cover article: Make 2010 Your Best Year Ever
Financial Planning magazine
Article summarizing extensive research on business performance of advisory industry selected for cover article.
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Cover article: Who Will Succeed
Financial Planning magazine
Article highlighting emerging industry trends and impacts on advisory firm owners.
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Named Industry Influential
Financial Planning magazine
Named as on of influential thought leaders in financial services industry.
Recommendations received
24 people have recommended Stephanie
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